November 2023 : Support Portal

GENERAL SETTINGS:

1. Due date filter added to Invoice and Export lists

We've added the "Due Date" filter to the invoice and export lists, providing you with a quick and efficient way to manage and organise your invoices.

2. Export and import workflows are now available

You can now seamlessly manage your workflows with the introduction of export and import functionalities.

3. New screen for managing IsActive flag for item codes

Our team has added a new screen specifically designed for managing the IsActive flag for item codes.

4. Added item code import feature

This enhancement enables you to import item codes from an Excel spreadsheet into Ocerra.

5. Workflow enhancement - Optional approvers

In our latest workflow enhancement, we've addressed a functionality issue where the system was marking approvers as required when they were intended to be optional.

DATA EXTRACTION:

1. New Colour Scheme for Lines with Found GST

Ocerra now highlights the line tax field in yellow, providing you with a quick and visual cue. This makes it easier for you to spot lines associated with GST on invoices so you can change the tax code if needed.

2. Invoice number data extraction

Ocerra can now extract complete invoice numbers, including letter prefix (e.g., ABC 12345). It won't start extracting by itself if you used to manually pick it up, so you need to train the system first on new invoices.

The enhancement was released on the 25th of November, so it will work on invoices received after this date only.

3. Enhanced data extraction for ABN, BSB, and Payment Accounts

With this update, we have refined the extraction process for ABN, Bank State Branch codes (BSB), and Payment Accounts, now including support for long ABNs.

4. Improved GL Account handling

When a GL Account is intentionally removed from a line, the system will no longer automatically reinstate it from the Supplier settings.

MYOB ACCOUNTRIGHT ERP:

1. Enhanced Handling of Duplicate PO Numbers

For existing PO numbers, during import, we now automatically add "_1," "_2," and so forth, allowing for seamless manual matching. This adjustment ensures better clarity and organisation when dealing with duplicate POs.

2. New export note for MYOB AccountRight

We've introduced a new export note specifically for MYOB AccountRight users. If an attachment exceeds the size limit, this note "Attm. is too large" will now be included in your export to MYOB AccountRight, providing a clear indication of the issue.

MYOB ADVANCED ERP:

1. Enhanced API Integration with status support for Project Tasks

We have updated the API integration and included support for statuses for project tasks. In Ocerra, we automatically deactivate tasks that are not in an 'Active' status and not visible in AP or POs.

2. Enhanced PO status support

We've added a new feature to enhance your Purchase Order (PO) management. When a PO is closed, the system will automatically deactivate the PO in Ocerra. This streamlines your workflow by ensuring that inactive POs are accurately reflected in the system.

3. Enhanced deep linking with Company ID parameter

Enhanced deep linking with the Company ID parameter now ensures that clicking on a PO in the header level will direct you to the corresponding PO in the correct tenant in MYOB Advanced. This addition ensures a more precise and seamless PO processing.

4. Enhanced PO status support

Currently, we import POs with "On Hold," "Open," and "Complete" status. With this added support, you can now import POs in "Pending Printing" status.

5. Hyperlinked exported invoices

When you export an invoice, a hyperlink is automatically generated. Clicking on this link will redirect you to the corresponding invoice on the MYOB Advanced page.

November 2023 Print